Monument Capital Management’s GE Vernova GEV Stock Holding History

Monument Capital Management’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$825K	Buy	702 +45	+7%	+$45.9K	0.17%	122
2026 Q1	$573K	Buy	657 +2	+0.3%	+$1.56K	0.14%	127
2025 Q4	$428K	Buy	655 +17	+3%	+$10.4K	0.11%	147
2025 Q3	$392K	Hold	638	–	–	0.1%	151
2025 Q2	$338K	Buy	+638	New	+$266K	0.09%	157
2025 Q1	–	Sell	-638	Closed	-$210K	–	232
2024 Q4	$210K	Buy	+638	New	+$199K	0.06%	191

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Monument Capital Management's GEV Position: Q2 2026 in Review

Monument Capital Management increased its GE Vernova (GEV) stake by 6.8% in Q2 2026, buying an estimated $45.9K and bringing the position to 702 shares worth $825K. The position accounts for 0.17% of the portfolio, ranked #122.

Monument Capital Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 1,628 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Monument Capital Management held 702 shares of GE Vernova worth $825K as of Q2 2026.
Monument Capital Management bought 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
GE Vernova made up 0.17% of Monument Capital Management's portfolio in Q2 2026, its #122 holding.
Monument Capital Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
1,628 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.